Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Estate Planning Enters the Digital Age: TD Wealth
By Michael S. FischerOver 70% of those polled use blogs, social media and other tools when working on estate plans, a recent survey finds.
April 19, 2022
Ed Slott: IRS Secure Act Regs Are 'Final Nail in the Coffin' for IRAs in Estate Plans"RIP IRAs as a long-term planning vehicle," Slott tells ThinkAdvisor.
April 19, 2022
10 Financial Planning Steps to Take Within 10 Years of RetirementFollowing these steps will help ensure your client can retire successfully and on time.
April 18, 2022
Backdoor Roth IRA Conversions: Beware the Pro Rata RuleMisunderstanding this rule is one of the biggest dangers clients face with backdoor Roths.
April 08, 2022
6 Tax Bills in Congress NowBills in play include estate tax changes and a rebate for money spent on gas.
April 05, 2022
5 Tips for Successfully Passing Down WealthClients should educate children early on value of money and include them in financial planning discussions.
April 01, 2022
Why Some Advisors Establish Donor-Advised Funds Now and Fund LaterOpening a DAF account in advance will prepare investors to fund it at the right time.
March 30, 2022
A New Tool for Multi-Gen Client EngagementAdvisors will find plenty to share with clients and their children from soon-to-be-released government data.